Difference between revisions of "Sales Order"

(Tag: 2017 source edit)
 
(14 intermediate revisions by the same user not shown)
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<div style="text-align: center;">
 
<div style="text-align: center;">
[[Sales]] | [[Sales Quotation]] | [[Sales Order Aids]] | [[Delivery Receipt]] | [[Sales Invoice]]
+
[[Sales]] | [[Sales Quotation]] | [[Delivery Receipt]] | [[Sales Invoice]]
 
</div>
 
</div>
 
==Sales Order==
 
==Sales Order==
This module allows the user to create a Sales Order that the customer wants to buy. This includes the Quantity, [[Item Master|Item]], Price and the status of the order if it is Pending, Partial, Completed or Cancelled.
+
This module allows the user to create a Sales Order that the [[Customer]] wants to buy. This includes the Quantity, [[Item Master|Item]], Price and the status of the order if it is Pending, Partial, Completed or Cancelled.
=====Requirements before using Sales Quotation=====
+
=====Requirements before using Sales Order=====
  
 
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Order]]
 
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Order]]
Line 10: Line 10:
 
*#[[Item Master]]
 
*#[[Item Master]]
 
*#[[Price List]]
 
*#[[Price List]]
*#[[Project]]
 
 
*#[[Sales Person]]
 
*#[[Sales Person]]
 
*#[[Tax]]
 
*#[[Tax]]
 
*#[[Warehouse]]
 
*#[[Warehouse]]
*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
 
*#[[Customer Aids]]
 
*#[[Item Master Aids]]
 
*#[[Price List Aids]]
 
*#[[Project Aids]]
 
*#[[Sales Person Aids]]
 
*#[[Tax Aids]]
 
*#[[Warehouse Aids]]
 
  
 
=====Sales Order Record List=====
 
=====Sales Order Record List=====
[[File:Sales Order.png|center|thumb|Sales Order Record List]]
+
[[File:Sales - Sales Order - Record List.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
  
=====Adding Sales Order=====
+
|+Sales Order Record Status
[[File:Adding Sales OrderV2.png|center|thumb|862x862px|Adding Sales Order]]
+
!Status
 +
!Description
 +
|-
 +
|'''PENDING'''
 +
|If the Sales Order has not been delivered.
 +
|-
 +
|'''PARTIAL'''
 +
|If the Sales Order is delivered partially.
 +
|-
 +
|'''COMPLETED'''
 +
|If the Sales Order items has been all delivered.
 +
|-
 +
|'''CANCELLED'''
 +
|If the Sales Order is cancelled.
 +
|}
  
*'''Adding Sales Order Information'''
+
=====<span class="mw-headline" id="Steps_on_how_to_Add_a_Quotation" style="box-sizing: inherit;">Creating a Sales Order</span>=====
  
{| class="wikitable"
+
#Click [[Sales Order]] under Sales Menu
!Field
+
#Under Sales Order Screen, Click Add Sales Order.
!Description
+
#Fill out the necessary fields then click Save. Note: Fields with * are required fields
!Expected Values
+
 
 +
[[File:Sales - Sales Order - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
|+Creating Sales Order Information
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Fields?'''
 
|-
 
|-
|1.Sales Quotation Number
+
|1.Sales Order Number
|•Sales Quotation Reference Number
+
|Sales Order Reference Number
|•Auto-Generated after creation
+
|•Auto-Generated upon creation
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
 
|2.Customer
 
|2.Customer
|•Name of Customer
+
|Name of Customer
 
|•Text/Set of Customer List provided in Customer Maintenance Module
 
|•Text/Set of Customer List provided in Customer Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Discount Type
 
|3.Discount Type
|•Type of Discount Prices for the Customer
+
|Type of Discount Prices for the Customer
|•Type of Discount (Percentage/Amount)
+
|<span style="color: rgb(34, 34, 34)">•None</span>
 +
•Amount
 +
 
 +
•Percentage
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
 
|4.Transaction Date
 
|4.Transaction Date
|•Date of Transaction
+
|Date of Transaction
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5.Target Shipping Date
 
|5.Target Shipping Date
|•Estimated date of the items to be shipped
+
|Estimated date of the items to be shipped
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6.Sales Person
 
|6.Sales Person
|•Sales Representative for the transaction.
+
|Sales Representative for the transaction.
 
|•Sales Person List provided in Sales Person Maintenance Module
 
|•Sales Person List provided in Sales Person Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|7.Shipping Address
 
|7.Shipping Address
|•Address where the items to be shipped.
+
|Address where the items to be shipped.
|•Text
+
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Alphanumeric</span>•Special Characters
 +
 
 +
•Space
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |105
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|8.Notes
 
|8.Notes
|•Other remarks for the transaction
+
|Other remarks for the transaction
|•Text
+
|<span style="color: rgb(34, 34, 34)">•Alphanumeric</span>
 +
•Special Characters
 +
 
 +
•Space
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |300
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|9. Project
+
|9.Item
|•Project where the items will be assigned in the transaction
+
|List of Items to be quoted
|•Project List provided in the [[Project]] Maintenance Module
+
|•Item List provided in the Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|10.Item
+
|10. Description
|•List of Items to be quoted
+
|Description of the Item
|•Item List provided in the [[Item Master]] Maintenance Module
+
|•Alphanumeric
 +
•Special Characters
 +
 
 +
•Space
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
|12.Warehouse
+
|11.Warehouse
|•Warehouse where the item should be ordered
+
|Warehouse where the item should be ordered
|•List of Warehouse provided in the [[Warehouse]] Maintenance Module
+
|•List of Warehouse provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|13.Quantity(Qty)
+
|12.Quantity(Qty)
|•Quantity of items to be ordered
+
|Quantity of items to be ordered
|•Quantity(Number)
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|14. UOM (Unit of Measure)
+
|13. UOM (Unit of Measure)
|•Unit of Measure of the Item
+
|Unit of Measure of the Item
|•Types of Unit of Measure provided in the [[Unit of Measure]] Maintenance Module.
+
|•Auto-Generated base from the Item Configuration in the Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
|15. Price
+
|14. Price
|•Initial price per unit of item
+
|Initial price per unit of an item
 
|•Numeric
 
|•Numeric
 +
•Auto-Generated based from Pricelist assigned to a specific Customer under Price List Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |•Alphabet
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|16. Discount
+
|15. Discount
|•Discount Amount to be applied on the item depending on the Discount type chosen.
+
|Discount Amount to be applied on the item depending on the Discount type chosen.
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
|17.Tax
+
|16.Tax
|•List of Tax to be applied on the item
+
|List of Tax to be applied on the item
 
|•Types of tax provided in the Tax Maintenance Module
 
|•Types of tax provided in the Tax Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
|18. Amount
+
|17. Amount
|•Total Amount of the Item
+
|Total Amount of the Item
|•Numerical(Auto-generated)
+
|•Auto-Generated based from price and quantity
|}Notes:
+
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
|}
 +
3. Click Save to complete the creation process
 +
 
 +
Notes:
  
 
*The Sales Order will be automatically set to '''PARTIAL''' when:
 
*The Sales Order will be automatically set to '''PARTIAL''' when:
Line 113: Line 197:
 
*Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
*Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
**This can be seen in [[Customer]] Maintenance Module.
 
**This can be seen in [[Customer]] Maintenance Module.
*Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
+
*Sales Person should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
**This can be seen in [[Project]] Maintenance Module.
+
**This can be seen in [[Sales Person]] Maintenance Module.
**Project can be applied or remove on the Footer details based on [[Users Group]]
+
 
 
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
**This can be seen in [[Tax]] Maintenance Module.
 
**This can be seen in [[Tax]] Maintenance Module.
 
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
**This can be seen in [[Warehouse]] Maintenance Module.
 
**This can be seen in [[Warehouse]] Maintenance Module.
*For detailed steps on how to create a Sales Order, you can visit the Sales Order Job Aids which can be found [[Sales Order Aids|here]]
 
  
 +
=====<span class="mw-headline" id="Editing_Sales_Order" style="box-sizing: inherit;">Viewing Sales Order</span>=====
 +
 +
#Click [[Sales Order]] under Sales Menu
 +
#Under Sales Order Screen, Select a record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to Edit the Sales Order upon viewing it
 +
 +
[[File:Sales - Sales Order - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Sales Order=====
 
=====Editing Sales Order=====
[[File:Editing Sales OrderV2.png|center|thumb|865x865px|Editing Sales Order]]
 
<br />
 
  
*'''Editing Sales Order Information'''
+
#Click [[Sales Order]] under Sales Menu
 +
#Select a Sales Order that needs to update its details. Click the drop-down arrow then Click Edit
 +
#Update the necessary fields then Click Save
  
{| class="wikitable"
+
[[File:Sales - Sales Order - Edit.png|border|center|1500x1500px]]
!Field
+
<br />
!Description
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
!Expected Values
+
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Fields?'''
 
|-
 
|-
|1.Sales Quotation Number
+
|1.Sales Order Number
|•Sales Quotation Reference Number
+
|Sales Order Reference Number
|•Auto-Generated after creation
+
|•Auto-Generated upon creation
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|2.Customer
 
|2.Customer
|•Name of Customer
+
|Name of Customer
 
|•Text/Set of Customer List provided in Customer Maintenance Module
 
|•Text/Set of Customer List provided in Customer Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|3.Discount Type
 
|3.Discount Type
|•Type of Discount Prices for the Customer
+
|Type of Discount Prices for the Customer
|•Type of Discount (Percentage/Amount)
+
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•None</span>
 +
•Amount
 +
 
 +
•Percentage
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|4.Transaction Date
 
|4.Transaction Date
|•Date of Transaction
+
|Date of Transaction
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|5.Target Shipping Date
 
|5.Target Shipping Date
|•Estimated date of the items to be shipped
+
|Estimated date of the items to be shipped
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|6.Sales Person
 
|6.Sales Person
|•Sales Representative for the transaction.
+
|Sales Representative for the transaction.
 
|•Sales Person List provided in Sales Person Maintenance Module
 
|•Sales Person List provided in Sales Person Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|7.Shipping Address
 
|7.Shipping Address
|•Address where the items to be shipped.
+
|Address where the items to be shipped.
|•Text
+
|•Alphanumeric
 +
•Special Characters
 +
 
 +
•Space
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |105
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|8.Notes
 
|8.Notes
|•Other remarks for the transaction
+
|Other remarks for the transaction
|•Text
+
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Alphanumeric</span>
 +
•Special Characters
 +
 
 +
•Space
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |300
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|9. Project
+
|9.Item
|•Project where the items will be assigned in the transaction
+
|List of Items to be quoted
|•Project List provided in the [[Project]] Maintenance Module
+
|•Item List provided in the Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|10.Item
+
|10. Description
|•List of Items to be quoted
+
|Description of the Item
|•Item List provided in the [[Item Master]] Maintenance Module
+
|•Alphanumeric
 +
•Special Characters
 +
 
 +
•Space
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|12.Warehouse
+
|11.Warehouse
|•Warehouse where the item should be ordered
+
|Warehouse where the item should be ordered
|•List of Warehouse provided in the [[Warehouse]] Maintenance Module
+
|•List of Warehouse provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|13.Quantity(Qty)
+
|12.Quantity(Qty)
|•Quantity of items to be ordered
+
|Quantity of items to be ordered
|•Quantity(Number)
+
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|14. UOM (Unit of Measure)
+
|13. UOM (Unit of Measure)
|•Unit of Measure of the Item
+
|Unit of Measure of the Item
|•Types of Unit of Measure provided in the [[Unit of Measure]] Maintenance Module.
+
|•Auto-Generated base from the Item Configuration in the Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
|15. Price
+
|14. Price
|•Initial price per unit of item
+
|Initial price per unit of an item
 
|•Numeric
 
|•Numeric
 +
•Auto-Generated based from Pricelist assigned to a specific Customer under Price List Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |•Alphabet
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|16. Discount
+
|15. Discount
|•Discount Amount to be applied on the item depending on the Discount type chosen.
+
|Discount Amount to be applied on the item depending on the Discount type chosen.
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
|17.Tax
+
|16.Tax
|•List of Tax to be applied on the item
+
|List of Tax to be applied on the item
|•Types of tax provided in the [[Tax]] Maintenance Module
+
|•Types of tax provided in the Tax Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|18. Amount
+
|17. Amount
|•Total Amount of the Item
+
|Total Amount of the Item
|•Numerical(Auto-generated)
+
|•Auto-Generated based from price and quantity
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|}Notes:
 
|}Notes:
  
*The user can only edit the Sales Order record if it is on '''PENDING''' status.
+
The user can only edit the Sales Order record if it is on '''PENDING''' status.
  
 
*The Sales Order will be automatically set to '''PARTIAL''' when:
 
*The Sales Order will be automatically set to '''PARTIAL''' when:
Line 214: Line 375:
 
**This can be seen in [[Customer]] Maintenance Module
 
**This can be seen in [[Customer]] Maintenance Module
 
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used.
 
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used.
*Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
+
*Sales Person should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
**This can be seen in [[Project]] Maintenance Module.
+
**This can be seen in [[Sales Person]] Maintenance Module.
**Project can be applied or remove on the Footer details based on [[Users Group]]
+
 
 
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
**This can be seen in [[Tax]] Maintenance Module
 
**This can be seen in [[Tax]] Maintenance Module
 
**Past Transactions with '''INACTIVE''' Tax prior to its deactivation can still be used.
 
**Past Transactions with '''INACTIVE''' Tax prior to its deactivation can still be used.
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
+
*use should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
**This can be seen in [[Warehouse]] Maintenance Module.
 
**This can be seen in [[Warehouse]] Maintenance Module.
 
**Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
 
**Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
*For detailed steps on how to edit a Sales Order, you can visit the Sales Order Job Aids which can be found [[Sales Order Aids|here]]
 
  
=====Sales Order Options=====
+
=====<span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Sales Order Record</span>=====
[[File:Sales Order Options.png|center|thumb|Sales Order Options]]
 
  
*Details on how to Export Sales order can be found [[Sales Order Aids|here]]
+
#Click [[Sales Order]] under Sales Menu
 +
#Select a Sales Order record that needs to print its details. Click the drop-down arrow then click Print.
 +
#The system will generate the printed form of the Sales Order record.
  
=====Sales Order Record Options=====
+
[[File:Sales - Sales Order - Print.png|border|center|1500x1500px]]
[[File:Sales Order Record Options.png|center|thumb|Sales Order Record Options]]Notes:
+
 
 +
=====<span class="mw-headline" id="Importing_and_Exporting_Sales_Quotation_Record" style="box-sizing: inherit;">Exporting Sales Order Record</span>=====
 +
1. Click [[Sales Order]] under Sales Menu
 +
 
 +
2. Under Sales Order Screen, Click Options
 +
 
 +
3. Under Options, The user may Export the record
 +
 
 +
*When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
 +
 
 +
[[File:Sales - Sales Order - Export.png|border|center|1500x1500px]]
 +
 
 +
=====Tagging As Complete a Sales Order Record=====
 +
 
 +
#Click [[Sales Order]] under Sales Menu
 +
#Select a Partial Sales Order record that needs to tag its order as complete, click the drop-down arrow then click Tag as Complete
 +
#Click Yes on the Confirmation to proceed on completion process.
 +
 
 +
[[File:Sales - Sales Order - Tag as Complete.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Sales Order Record</span></span></span></span></span>=====
 +
Sales Order can be cancelled in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record cancellation
 +
 
 +
[[File:Sales - Sales Order - Cancel1.png|border|center|1500x1500px]]
  
*The user can only delete the Sales Order record if it is on '''PENDING''' status.
+
*Using Cancel Button for cancelling multiple records
*You can manually Complete the status of Sales order if it is on '''PARTIAL''' status.
 
*Detailed steps on how to View, Edit and Print a Sales Order records can be found [[Sales Order Aids|here]]
 
  
=====Sales Order View Record=====
+
[[File:Sales - Sales Order - Cancel2.png|border|center|1500x1500px]]
[[File:Sales Order View Record.png|center|thumb|Sales Order View Record]]
+
<br />
<br />Notes:
+
=====Sales Order Record Options=====
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177);"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Sales Order Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Print
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Tag as Complete
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Cancel
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''PENDING'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''PARTIAL'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''COMPLETED'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |
 +
|- style="box-sizing: inherit;"
 +
| style="background-color:rgb(248, 249, 250);text-align:start;" |'''CANCELLED'''
 +
| style="background-color:rgb(248, 249, 250);vertical-align:middle;text-align:center;" |☑
 +
| style="background-color:rgb(248, 249, 250);vertical-align:middle;text-align:center;" |
 +
| style="background-color:rgb(248, 249, 250);vertical-align:middle;text-align:center;" |☑
 +
| style="background-color:rgb(248, 249, 250);vertical-align:middle;text-align:center;" |
 +
|}
 +
Notes:
  
*The user can edit the details of the record while viewing it.
+
*The user has an option to edit the details of the record under View Option
*Detailed steps on how to View a Sales Order records can be found [[Sales Order Aids|here]]<br />
+
**The user can only edit the details of the record if it is still on '''PENDING''' status
 +
*Tagging the Sales Sales Order as Complete will change the status of Sales Quotation and its Sales Order to '''COMPLETED'''
 +
*The user can only cancel the Sales Order record if it is still on '''PENDING''' status
  
{| class="wikitable"
+
=====Exporting Sales Order Record=====
 +
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
Line 252: Line 477:
 
|-
 
|-
 
|Maintenance
 
|Maintenance
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]
+
|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
|-
+
|}
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
+
[[Category:Sales]]
|-
+
[[Category:Sales Reports]]
|Sales Aids
+
[[Category:Tax Reports]]
|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
 
|-
 
|Maintenance Aids
 
|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 
|-
 
|Others
 
|[[Sales Process]]
 
|}<div style="text-align: center;"></div>
 

Latest revision as of 14:29, 11 April 2022

Sales Order

This module allows the user to create a Sales Order that the Customer wants to buy. This includes the Quantity, Item, Price and the status of the order if it is Pending, Partial, Completed or Cancelled.

Requirements before using Sales Order
Sales Order Record List
Sales - Sales Order - Record List.png


Sales Order Record Status
Status Description
PENDING If the Sales Order has not been delivered.
PARTIAL If the Sales Order is delivered partially.
COMPLETED If the Sales Order items has been all delivered.
CANCELLED If the Sales Order is cancelled.
Creating a Sales Order
  1. Click Sales Order under Sales Menu
  2. Under Sales Order Screen, Click Add Sales Order.
  3. Fill out the necessary fields then click Save. Note: Fields with * are required fields
Sales - Sales Order - Add.png


Creating Sales Order Information
Field Description Allowed Inputs Restricted Inputs Character Limit Required Fields?
1.Sales Order Number Sales Order Reference Number •Auto-Generated upon creation N/A N/A N/A
2.Customer Name of Customer •Text/Set of Customer List provided in Customer Maintenance Module N/A N/A Yes
3.Discount Type Type of Discount Prices for the Customer •None

•Amount

•Percentage

N/A N/A N/A
4.Transaction Date Date of Transaction •Date Picker provided by system N/A N/A Yes
5.Target Shipping Date Estimated date of the items to be shipped •Date Picker provided by system N/A N/A Yes
6.Sales Person Sales Representative for the transaction. •Sales Person List provided in Sales Person Maintenance Module N/A N/A Yes
7.Shipping Address Address where the items to be shipped. •Alphanumeric•Special Characters

•Space

None 105 Yes
8.Notes Other remarks for the transaction •Alphanumeric

•Special Characters

•Space

None 300 Yes
9.Item List of Items to be quoted •Item List provided in the Item Master Maintenance Module N/A N/A Yes
10. Description Description of the Item •Alphanumeric

•Special Characters

•Space

None 250 No
11.Warehouse Warehouse where the item should be ordered •List of Warehouse provided in the Warehouse Maintenance Module N/A N/A Yes
12.Quantity(Qty) Quantity of items to be ordered •Numeric Any inputs except numeric 20 Yes
13. UOM (Unit of Measure) Unit of Measure of the Item •Auto-Generated base from the Item Configuration in the Item Master Maintenance Module N/A N/A N/A
14. Price Initial price per unit of an item •Numeric

•Auto-Generated based from Pricelist assigned to a specific Customer under Price List Maintenance Module

•Alphabet

•Special Characters

20 Yes
15. Discount Discount Amount to be applied on the item depending on the Discount type chosen. •Numeric N/A N/A N/A
16.Tax List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module N/A N/A No
17. Amount Total Amount of the Item •Auto-Generated based from price and quantity N/A N/A N/A

3. Click Save to complete the creation process

Notes:

  • The Sales Order will be automatically set to PARTIAL when:
  • Item should be on ACTIVE status when using it upon creating or editing a transaction.
  • Customer should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Customer Maintenance Module.
  • Sales Person should be on ACTIVE status when using it upon creating or editing a transaction.
  • Tax should on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Tax Maintenance Module.
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module.
Viewing Sales Order
  1. Click Sales Order under Sales Menu
  2. Under Sales Order Screen, Select a record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the Sales Order upon viewing it
Sales - Sales Order - View.png


Editing Sales Order
  1. Click Sales Order under Sales Menu
  2. Select a Sales Order that needs to update its details. Click the drop-down arrow then Click Edit
  3. Update the necessary fields then Click Save
Sales - Sales Order - Edit.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Fields?
1.Sales Order Number Sales Order Reference Number •Auto-Generated upon creation N/A N/A N/A
2.Customer Name of Customer •Text/Set of Customer List provided in Customer Maintenance Module N/A N/A Yes
3.Discount Type Type of Discount Prices for the Customer •None

•Amount

•Percentage

N/A N/A N/A
4.Transaction Date Date of Transaction •Date Picker provided by system N/A N/A Yes
5.Target Shipping Date Estimated date of the items to be shipped •Date Picker provided by system N/A N/A Yes
6.Sales Person Sales Representative for the transaction. •Sales Person List provided in Sales Person Maintenance Module N/A N/A Yes
7.Shipping Address Address where the items to be shipped. •Alphanumeric

•Special Characters

•Space

None 105 Yes
8.Notes Other remarks for the transaction •Alphanumeric

•Special Characters

•Space

None 300 Yes
9.Item List of Items to be quoted •Item List provided in the Item Master Maintenance Module N/A N/A Yes
10. Description Description of the Item •Alphanumeric

•Special Characters

•Space

None 250 No
11.Warehouse Warehouse where the item should be ordered •List of Warehouse provided in the Warehouse Maintenance Module N/A N/A Yes
12.Quantity(Qty) Quantity of items to be ordered •Numeric Any inputs except numeric 20 Yes
13. UOM (Unit of Measure) Unit of Measure of the Item •Auto-Generated base from the Item Configuration in the Item Master Maintenance Module N/A N/A N/A
14. Price Initial price per unit of an item •Numeric

•Auto-Generated based from Pricelist assigned to a specific Customer under Price List Maintenance Module

•Alphabet

•Special Characters

20 Yes
15. Discount Discount Amount to be applied on the item depending on the Discount type chosen. •Numeric N/A N/A N/A
16.Tax List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module N/A N/A No
17. Amount Total Amount of the Item •Auto-Generated based from price and quantity N/A N/A N/A

Notes:

The user can only edit the Sales Order record if it is on PENDING status.

  • The Sales Order will be automatically set to PARTIAL when:
    • When tagging it to Delivery Receipt where in the quantity available in the warehouse is less than to the intended order
  • Item should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Item Master Maintenance Module.
    • Past Transactions with INACTIVE item prior to its deactivation can still be used.
  • Customer should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Customer Maintenance Module
    • Past Transactions with INACTIVE customer prior to its deactivation can still be used.
  • Sales Person should be on ACTIVE status when using it upon creating or editing a transaction.
  • Tax should on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Tax Maintenance Module
    • Past Transactions with INACTIVE Tax prior to its deactivation can still be used.
  • use should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module.
    • Past Transactions with INACTIVE Warehouse prior to its deactivation can still be used.
Printing Sales Order Record
  1. Click Sales Order under Sales Menu
  2. Select a Sales Order record that needs to print its details. Click the drop-down arrow then click Print.
  3. The system will generate the printed form of the Sales Order record.
Sales - Sales Order - Print.png
Exporting Sales Order Record

1. Click Sales Order under Sales Menu

2. Under Sales Order Screen, Click Options

3. Under Options, The user may Export the record

  • When Exporting the records, the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
Sales - Sales Order - Export.png
Tagging As Complete a Sales Order Record
  1. Click Sales Order under Sales Menu
  2. Select a Partial Sales Order record that needs to tag its order as complete, click the drop-down arrow then click Tag as Complete
  3. Click Yes on the Confirmation to proceed on completion process.
Sales - Sales Order - Tag as Complete.png


Cancelling Sales Order Record

Sales Order can be cancelled in two ways:

  • Using drop-down arrow of a record can be used in single record cancellation
Sales - Sales Order - Cancel1.png
  • Using Cancel Button for cancelling multiple records
Sales - Sales Order - Cancel2.png


Sales Order Record Options
Actions Available base on Sales Order Record Status
Status View Edit Print Tag as Complete Cancel
PENDING
PARTIAL
COMPLETED
CANCELLED

Notes:

  • The user has an option to edit the details of the record under View Option
    • The user can only edit the details of the record if it is still on PENDING status
  • Tagging the Sales Sales Order as Complete will change the status of Sales Quotation and its Sales Order to COMPLETED
  • The user can only cancel the Sales Order record if it is still on PENDING status
Exporting Sales Order Record
Categories:
Modules
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Maintenance Customer | Item Master | Price List | Tax | Unit of Measure | Warehouse